BWA
Beam Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
12,370
-3,089
| -20% | -$1.31M | 1.57% | 14 |
|
|
2025
Q1 | $5.58M | Sell |
15,459
-585
| -4% | -$211K | 1.88% | 10 |
|
|
2024
Q4 | $6.44M | Sell |
16,044
-677
| -4% | -$272K | 2.04% | 10 |
|
|
2024
Q3 | $6.28M | Buy |
16,721
+486
| +3% | +$182K | 1.9% | 10 |
|
|
2024
Q2 | $5.92M | Sell |
16,235
-2,806
| -15% | -$1.02M | 1.97% | 10 |
|
|
2024
Q1 | $6.42M | Sell |
19,041
-71
| -0.4% | -$23.9K | 3.86% | 5 |
|
|
2023
Q4 | $5.79M | Buy |
19,112
+206
| +1% | +$62.5K | 3.67% | 7 |
|
|
2023
Q3 | $5.03M | Sell |
18,906
-1,221
| -6% | -$325K | 3.57% | 7 |
|
|
2023
Q2 | $5.54M | Buy |
20,127
+4,838
| +32% | +$1.33M | 3.84% | 8 |
|
|
2023
Q1 | $3.74M | Buy |
15,289
+362
| +2% | +$88.5K | 3.75% | 3 |
|
|
2022
Q4 | $3.2M | Buy |
14,927
+2,750
| +23% | +$589K | 3.33% | 4 |
|
|
2022
Q3 | $2.56M | Buy |
12,177
+339
| +3% | +$71.3K | 2.85% | 4 |
|
|
2022
Q2 | $2.59M | Buy |
11,838
+3,111
| +36% | +$680K | 2.88% | 6 |
|
|
2022
Q1 | $2.42M | Buy |
8,727
+396
| +5% | +$110K | 2.78% | 9 |
|
|
2021
Q4 | $2.55M | Buy |
8,331
+434
| +5% | +$133K | 2.92% | 7 |
|
|
2021
Q3 | $2.16M | Sell |
7,897
-131
| -2% | -$35.9K | 1.86% | 11 |
|
|
2021
Q2 | $2.18M | Sell |
8,028
-2,895
| -27% | -$786K | 1.88% | 10 |
|
|
2021
Q1 | $2.66M | Buy |
10,923
+193
| +2% | +$46.9K | 2.37% | 6 |
|
|
2020
Q4 | $2.59M | Sell |
10,730
-1,830
| -15% | -$441K | 2.44% | 7 |
|
|
2020
Q3 | $2.72M | Buy |
12,560
+137
| +1% | +$29.7K | 2.55% | 6 |
|
|
2020
Q2 | $2.48M | Buy |
12,423
+2,096
| +20% | +$419K | 2.5% | 6 |
|
|
2020
Q1 | $1.56M | Buy |
+10,327
| New | +$1.56M | 1.54% | 12 |
|